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NAINX vs RLBBX
NAINX vs RLBBX Comparison
Open Charts NAINX vs RLBBX
Virtus Tactical Allocation A
Price$10.96
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets609.04M
American Funds American Balanced R2
Price$38.44
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
NAINX vs RLBBX Comparison Chart in %
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NAINX vs. RLBBX commentary
Nov 20, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NAINX is a Hold and RLBBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 263B vs. NAINX (609M). NAINX pays higher dividends than RLBBX: NAINX (1.69) vs RLBBX (1.09). NAINX was incepted earlier than RLBBX: NAINX (85 years) vs RLBBX (24 years). RLBBX (1.32) is less costly to investors than NAINX (1.07). RLBBX is a more actively managed with annual turnover of: 44.00 vs. NAINX (37.00). RLBBX has a lower initial minimum investment than NAINX: RLBBX (250) vs NAINX (2500). RLBBX annual gain was more profitable for investors over the last year : 8.15 vs. NAINX (-7.12). RLBBX return over 5 years is better than : 34.47 vs. NAINX (-9.85).
| NAINX | RLBBX | NAINX / RLBBX | |
| Total Expense Ratio | 0.99 | 1.32 | 75% |
| Annual Report Gross Expense Ratio | 1.07 | 1.32 | 81% |
| Fund Existence | 85 years | 24 years | - |
| Gain YTD | 4.962 | 13.290 | 37% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 609M | 263B | 0% |
| Annual Yield % from dividends | 1.69 | 1.09 | 155% |
| Returns for 1 year | -7.12 | 8.15 | -87% |
| Returns for 3 years | 22.41 | 38.09 | 59% |
| Returns for 5 years | -9.85 | 34.47 | -29% |
| Returns for 10 years | 39.56 | 63.47 | 62% |
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